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Evidence Guide: SITXCCS019 - Prepare quotations

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

SITXCCS019 - Prepare quotations

What evidence can you provide to prove your understanding of each of the following citeria?

Calculate costs of products and services.

  1. Create customer file to administer customer details and requirements.
  2. Source, select and interpret product or service costing information to prepare quotation.
  3. Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.
  4. Calculate any additional taxes, fees or other charges.
  5. Check product or service package cost calculation against all individual product and service components.
  6. Determine final cost of product or service package and record on customer file according to organisational procedures.
Create customer file to administer customer details and requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source, select and interpret product or service costing information to prepare quotation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate any additional taxes, fees or other charges.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check product or service package cost calculation against all individual product and service components.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine final cost of product or service package and record on customer file according to organisational procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide quotations to customer.

  1. Prepare quotation to reflect customer requirements and provide to customer according to organisational procedures and formats.
  2. Include accurate details of cost of product and service provision, and conditions and limitations of quotation.
  3. Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.
Prepare quotation to reflect customer requirements and provide to customer according to organisational procedures and formats.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Include accurate details of cost of product and service provision, and conditions and limitations of quotation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Update and record quotations.

  1. Adjust and update quotations to take account of changed customer requests or arrangements.
  2. Provide most up-to-date quotation to customer inclusive of current conditions and limitations.
  3. Record all details of adjusted quotations on customer file.
Adjust and update quotations to take account of changed customer requests or arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide most up-to-date quotation to customer inclusive of current conditions and limitations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record all details of adjusted quotations on customer file.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCECRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Calculate costs of products and services.

1.1. Create customer file to administer customer details and requirements.

1.2. Source, select and interpret product or service costing information to prepare quotation.

1.3. Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.

1.4. Calculate any additional taxes, fees or other charges.

1.5. Check product or service package cost calculation against all individual product and service components.

1.6. Determine final cost of product or service package and record on customer file according to organisational procedures.

2. Provide quotations to customer.

2.1. Prepare quotation to reflect customer requirements and provide to customer according to organisational procedures and formats.

2.2. Include accurate details of cost of product and service provision, and conditions and limitations of quotation.

2.3. Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

3. Update and record quotations.

3.1. Adjust and update quotations to take account of changed customer requests or arrangements.

3.2. Provide most up-to-date quotation to customer inclusive of current conditions and limitations.

3.3. Record all details of adjusted quotations on customer file.

Required Skills and Knowledge

ELEMENTS

PERFORMANCECRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Calculate costs of products and services.

1.1. Create customer file to administer customer details and requirements.

1.2. Source, select and interpret product or service costing information to prepare quotation.

1.3. Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.

1.4. Calculate any additional taxes, fees or other charges.

1.5. Check product or service package cost calculation against all individual product and service components.

1.6. Determine final cost of product or service package and record on customer file according to organisational procedures.

2. Provide quotations to customer.

2.1. Prepare quotation to reflect customer requirements and provide to customer according to organisational procedures and formats.

2.2. Include accurate details of cost of product and service provision, and conditions and limitations of quotation.

2.3. Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

3. Update and record quotations.

3.1. Adjust and update quotations to take account of changed customer requests or arrangements.

3.2. Provide most up-to-date quotation to customer inclusive of current conditions and limitations.

3.3. Record all details of adjusted quotations on customer file.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

prepare a quotation for three different customers, each including at least three different product or service components

integrate commissions, mark-ups and fees into each of the above quotations as applicable

complete above activities within commercial time constraints and deadlines determined by the customer and the organisation.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

for products or services provided by the organisation:

quotation systems and procedures

costs and features of products sold

sources of costs for products, services and fees

commission and mark-up rates and procedures

formats for and inclusions of quotations presented to customers

conditions and limitations of quotation considerations:

changes to pre-existing quotation or booking

exclusions

general conditions, rules and legislative requirements

inclusion of fees, taxes and levies

expiry date of quotation

methods of customer accepting quotation

payment requirements

prices being subject to change

additional fees and other charges that apply to customer bookings

primary components of consumer protection laws that relate to providing quotations and, organisational responsibility for:

nominating and charging cancellation fees

providing information on potential price increases

providing refunds and future credits

supplying products as described or substituting suitable products when product is unavailable.